Configure Sugar with SugarLogic – Studio Logic Builder

Sugar Administration Essentials

Configure Sugar with SugarLogic

Studio for changing fields and Module Builder for adding new modules 

Upcoming Classes

Duration: 3 Hours

Price: $225

This course is designed to provide you with practical skills for working with dependent and calculated fields using Sugar Logic. We offer hands-on guidance using real-world examples of Sugar Logic formulas, ensuring you gain the confidence to create various fields and formulas effectively. Our training is dedicated to empowering you with the knowledge needed to excel in using Sugar Logic.

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Topics Covered

  • Introduction to Sugar Logic.
  • Sugar Formula Engine Fundamentals.
  • Creating Basic Formulas.
  • Calculated Formulas Exploration.
  • Dependency Fields Insights.
  • Understanding of the Conditional Visibility.
  • Understanding how to build formulas using various functions.

Hands on Practice

  • Create dynamic fields using automatic calculations.
  • Construct formulas for custom calculations.
  • Enhance user experience through conditional field behavior.
  • Validate data for accuracy and completeness using Sugar Logic.
  • Conditional visibility to show only the fields that are required for Business Users.
  • Conditionally show the dependent dropdowns with real examples.
  • Detailed, practical step-by-step exercises for hands-on experience on Sugar Logic.

Intended Audience

SugarCRM administrators, Microsoft Dynamics / Salesforce Administrators who want to learn about SugarCRM.

Pricing and Plans

Sugar Administration Essentials

Implement Users, Teams and Role Based Permissions in Sugar
  • Understanding the concepts and importance of the Users, Roles, and Teams.
  • Learning how to create different types of Users and reporting heirarchy.
  • Understanding how to configure teams and add users to the teams and applying the data visibility restrictions based on teams.
  • Learning how to create Roles, adding users to Roles, and applying different Role restrictions.
  • Detailed, practical step-by-step exercises for hands-on experience in configuring Roles, Teams, and Users.

Price: $225

Duration: 3 Hours

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Configure Sugar with Developer Tools
  • Understanding the relevance of the Sugar Developer Tools and its benefits.
  • Learning module template types and how to create the custom module in SugarCRM.
  • Learning the different field data types available in SugarCRM and their properties.
  • Understanding how to add new fields to the existing module or for the custom module.
  • Understanding how to do the layout arrangements for different views like List View, Record View, Preview, etc., and expose the fields to the UI.

Price: $225

Duration: 3 Hours

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Advanced Workflow Creation with SugarBPM
  • Understanding the SugarBPM basics, components, and elements and Designer Tool.
  • Understanding and Learning how to create Process Definitions for Business Workflows.
  • Understanding how to create Process Business Rules and how to use them in the Process Definition.
  • Learning how to create the Process Email Templates and how to use them in the Process Email Templates.
  • Detailed, practical step-by-step exercises for hands-on experience on SugarBPM.

Price: $225

Duration: 3 Hours

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Sugar for End Users

Getting Started with Sugar
Comprehensive Onboarding Training for SugarCRM End Users

Price: $150

Duration: 3 Hours

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Sugar Reports Creation and Dashboard Setup
Deep Dive for Advanced Users

Price: $150

Duration: 3 Hours

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Sugar Forecast Configuration and Usage
Deep Dive for Advanced Users

Price: $150

Duration: 3 Hours

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Sugar Import Functionality
Deep Dive for Data Migration or Data Transfer from your sources

Price: $150

Duration: 3 Hours

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Sugar Developer Essentials

Sugar Developer Essentials
All-in-one SugarCRM training bundle

Price: $1,650

Duration: 15 Hours

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Sugar Developer Framework and Directory Structure

Price: $330

Duration: 3 Hours

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Metadata and Logic Hooks
Deepdive into Sugar Extension Framework

Price: $330

Duration: 3 Hours

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UX/UI Customisations
Deepdive into Sidecar Extension Framework

Price: $330

Duration: 3 Hours

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Sugar RESTFul API Basics
Testing with Postman

Price: $330

Duration: 3 Hours

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Sugar RESTFul API Advanced
Extending Sugar APIs

Price: $330

Duration: 3 Hours

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